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[MIG] crm_claim: Migration to 10.0 #170

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Sep 30, 2017
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[MIG] crm_claim: Migration to 10.0 #170

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c62a4d4
[MIG] crm_claim: Migration to 10.0
cubells Sep 5, 2017
3564ab9
Improve tests and changes requested
cubells Sep 7, 2017
8a3de0c
Correct menu in README
cubells Sep 9, 2017
3ba727f
Add widget=handle to sequence field
cubells Sep 14, 2017
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70 changes: 70 additions & 0 deletions crm_claim/README.rst
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3

=======================
Manage Customer Claims.
=======================

This application allows you to track your customers/vendors claims and
grievances.

It is fully integrated with the email gateway so that you can create
automatically new claims based on incoming emails.

Configuration
=============

To configure this module, you need to:

* Go to new menu **CRM > Configuration > Claim > Categories** and create as
many categories as you need.
* Go to new menú **CRM > Configuration > Claim > Stages** and create stages for
claims.

Usage
=====

* Go to new menu **CRM > After Sale > Services > Claims** and create a new
claim.


.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
:alt: Try me on Runbot
:target: https://runbot.odoo-community.org/runbot/111/10.0

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smash it by providing detailed and welcomed
feedback.

Credits
=======

**This module is a backport from Odoo SA and as such, it is not included in the
OCA CLA. That means we do not have a copy of the copyright on it like all
other OCA modules.**

Contributors
------------

* Odoo S.A.
* Vicent Cubells <vicent.cubells@tecnativa.com>

Maintainer
----------

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

To contribute to this module, please visit https://odoo-community.org.
6 changes: 6 additions & 0 deletions crm_claim/__init__.py
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# -*- coding: utf-8 -*-
# Copyright 2015-2017 Odoo S.A.
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).

from . import models
from . import report
32 changes: 32 additions & 0 deletions crm_claim/__manifest__.py
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# -*- coding: utf-8 -*-
# Copyright 2015-2017 Odoo S.A.
# Copyright 2017 Vicent Cubells <vicent.cubells@tecnativa.com>
# License LGPL-3.0 or later (http://www.gnu.org/licenses/lgpl).

{
'name': 'Claims Management',
'version': '10.0.1.0.0',
'category': 'Customer Relationship Management',
'author': 'Odoo S.A., '
'Tecnativa, '
'Odoo Community Association (OCA)',
'license': 'AGPL-3',
'summary': "Track your customers/vendors claims and grievances.",
'depends': [
'crm',
],
'data': [
'views/crm_claim_views.xml',
'views/crm_claim_category_views.xml',
'views/crm_claim_stage_views.xml',
'views/res_partner_views.xml',
'views/crm_claim_menu.xml',
'security/ir.model.access.csv',
'report/crm_claim_report_view.xml',
'data/crm_claim_data.xml',
],
'demo': [
'demo/crm_claim_demo.xml',
],
'installable': True,
}
48 changes: 48 additions & 0 deletions crm_claim/data/crm_claim_data.xml
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<?xml version="1.0"?>
<odoo noupdate="1">

<record model="crm.claim.category" id="categ_claim1">
<field name="name">Factual Claims</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>

<record model="crm.claim.category" id="categ_claim2">
<field name="name">Value Claims</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>

<record model="crm.claim.category" id="categ_claim3">
<field name="name">Policy Claims</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>

<record model="utm.campaign" id="claim_source1">
<field name="name">Corrective</field>
</record>

<record model="utm.campaign" id="claim_source2">
<field name="name">Preventive</field>
</record>

<record model="crm.claim.stage" id="stage_claim1">
<field name="name">New</field>
<field name="sequence">1</field>
<field name="case_default" eval="True"/>
</record>
<record model="crm.claim.stage" id="stage_claim5">
<field name="name">In Progress</field>
<field name="sequence">27</field>
<field name="case_default" eval="True"/>
</record>
<record model="crm.claim.stage" id="stage_claim2">
<field name="name">Settled</field>
<field name="sequence">28</field>
<field name="case_default" eval="True"/>
</record>
<record model="crm.claim.stage" id="stage_claim3">
<field name="name">Rejected</field>
<field name="sequence">29</field>
<field name="case_default" eval="True"/>
</record>

</odoo>
90 changes: 90 additions & 0 deletions crm_claim/demo/crm_claim_demo.xml
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<?xml version="1.0"?>
<odoo noupdate="1">

<record id="crm_claim_1" model="crm.claim">
<field eval="time.strftime('%Y-%m-04 10:45:36')" name="date"/>
<field name="partner_id" ref="base.res_partner_3"/>
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Problem with the delivery of goods&quot;" name="name"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim1"/>
<field name="stage_id" ref="crm_claim.stage_claim1"/>
<field eval="&quot;(769) 703-274&quot;" name="partner_phone"/>
</record>

<record id="crm_claim_2" model="crm.claim">
<field eval="time.strftime('%Y-%m-11 11:19:25')" name="date"/>
<field name="partner_id" ref="base.res_partner_1"/>
<field eval="&quot;0&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Damaged Products&quot;" name="name"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim2"/>
<field name="stage_id" ref="crm_claim.stage_claim5"/>
<field eval="&quot;(956) 293-2595&quot;" name="partner_phone"/>
</record>

<record id="crm_claim_3" model="crm.claim">
<field eval="time.strftime('%Y-%m-15 17:44:12')" name="date"/>
<field name="partner_id" ref="base.res_partner_10"/>
<field eval="&quot;2&quot;" name="priority"/>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;Document related problems&quot;" name="name"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim3"/>
<field name="stage_id" ref="crm_claim.stage_claim2"/>
<field eval="&quot;(079) 681-2139&quot;" name="partner_phone"/>
<field eval="&quot;contact@tecsas.fr&quot;" name="email_from"/>
</record>

<record id="crm_claim_4" model="crm.claim">
<field eval="time.strftime('%Y-%m-21 14:10:23')" name="date"/>
<field name="partner_id" ref="base.res_partner_18"/>
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Product quality not maintained&quot;" name="name"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim1"/>
<field name="stage_id" ref="crm_claim.stage_claim5"/>
<field eval="&quot;(514) 698-4118&quot;" name="partner_phone"/>
</record>

<record id="crm_claim_5" model="crm.claim">
<field eval="time.strftime('%Y-%m-28 16:20:43')" name="date"/>
<field name="partner_id" ref="base.res_partner_3"/>
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Some products missing&quot;" name="name"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="categ_id" ref="crm_claim.categ_claim3"/>
<field name="stage_id" ref="crm_claim.stage_claim3"/>
<field eval="&quot;(855) 924-4364&quot;" name="partner_phone"/>
</record>

<record id="crm_claim_6" model="crm.claim">
<field name="partner_id" ref="base.res_partner_12"/>
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Problem with the delivery of assignments&quot;" name="name"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field eval="time.strftime('%Y-%m-28 14:15:30')" name="date"/>
<field name="categ_id" ref="crm_claim.categ_claim1"/>
<field name="stage_id" ref="crm_claim.stage_claim5"/>
<field eval="&quot;(373) 907-1009&quot;" name="partner_phone"/>
<field eval="&quot;info@opensides.be&quot;" name="email_from"/>
</record>

<record id="crm_claim_7" model="crm.claim">
<field name="partner_id" ref="base.res_partner_2"/>
<field eval="&quot;1&quot;" name="priority"/>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Documents unclear&quot;" name="name"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field eval="time.strftime('%Y-%m-19 13:01:05')" name="date"/>
<field name="categ_id" ref="crm_claim.categ_claim3"/>
<field name="stage_id" ref="crm_claim.stage_claim2"/>
<field eval="&quot;(282) 603-7489&quot;" name="partner_phone"/>
</record>

</odoo>
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